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Meet practitioners that are leveraging the same processes as you!

209 Topics
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Finance & Procurement
Pipefy for reports for Sales/CRMTutorial

It’s Tuesday and today we will learn more about how to use Pipefy for reports.  In the following video, you can check out how to use our platform for CRM and Sales reports and improve our control and optimize your processes.  Keep learning with the Pipefy Community!   

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Juliana Spinardi
Pipefy Staff
3 years ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Human Resources
Pipefy for Vacation RequestsTutorial

Hello, everyone! Today I want to show you a cool tutorial video about how to use Pipefy to manage vacation requests. Using our platform, you will automatically notify all the stakeholders about the request, follow the vacation status and visualize the schedule. I hope this video helps you to optimize your processes. If you have any questions, please let me know! Have a great Tuesday!   

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Juliana Spinardi
Pipefy Staff
4 years ago
pamella-guarinello
Pipefy Staff
pamella-guarinelloPipefy Staff
published in Human Resources
Employee Onboarding Use Case

Hi everyone, hope you are doing well! My name is Pamella and I’m part of Pipefy’s Solutions Design team! We are the ones responsible for building customized workflows inside the tool, and based on our knowledge from working with multiple customers we built a Use Case on how you can effectively manage new emlpoyee’s onboaring and increase employee satisfaction!  Let me know what you think! 

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Jody Poland
4 years ago
giulia-saldanha
Pipefy Staff
giulia-saldanhaPipefy Staff
published in Customer Operations
Pipefy for Customer Onboarding

Heeeey everyone! How are you today? My name is Giulia, and I’m part of the Solutions Design team from Pipefy, and today I would like to share another use case to be managed with our platform.Did you close a new deal? Want to manage the onboarding of this new client, making sure that they will be onboarded in the correct way, following all the necessary steps? I recorded a video showing how to manage the Customer Onboarding process with Pipefy. You can take a look at the video below! Any questions let me know!

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4 years ago
giulia-saldanha
Pipefy Staff
giulia-saldanhaPipefy Staff
published in Human Resources
Pipefy for Hiring ProcessesTutorial

Hey Everyone!! My name is Giulia, and I’m part of the Solutions Design team from Pipefy, always focusing on finding the best way to make the processes of your company work in our platform.I’ve been working with Human Resources processes for a while now, and recorded a video on how to optimize your Hiring Process on Pipefy.Any questions let me know!    

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Eduardo Kano
4 years ago
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Pipefy Staff
Felipe ScholzPipefy Staff
published in Finance & Procurement
Pipefy for Accounts ReceivableUse Case

Learn how to connect your accounts receivable processes in Pipefy and gain full control of your financial department. Check out this quick tutorial video and start using Pipefy right away.     

1710
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Pipefy Staff
4 years ago
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Pipefy Staff
Felipe ScholzPipefy Staff
published in Finance & Procurement
Pipefy for Sales ProcessUse Case

Are you looking to manage your sales team in Pipefy? Check out this quick tutorial video and learn more about it.     

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Pipefy Staff
4 years ago
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Pipefy Staff
Felipe ScholzPipefy Staff
published in Finance & Procurement
Why doesn’t your ERP prevent failures in your financial processes?Blog

Implementing ERP in companies is often the secret to avoiding failures in finance processes. But this is not always the case and we can - and will - tell you why. Click here and check it out. 

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Pipefy Staff
4 years ago
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Pipefy Staff
Felipe ScholzPipefy Staff
published in Customer Operations
Pipefy for Customer OnboardingUse Case

Managing your customer onboarding process in Pipefy will let you:  Enforce customer onboarding rules: By setting clear business rules for each type of customer, your customer success team will make sure steps are being followed and customer expectations are being met. No more messy emails and spreadsheets: Centralize customer onboarding in one place and gain full visibility on what’s happening with all customers. Execute on their exact needs and boost activation and adoption rates. Increase Customer Satisfaction: By making sure all of the agreements and milestones are delivered, your team will deliver accurate value to your new customers, ensuring their happiness and boosting satisfaction rates. Check you the Customer Onboarding template here.   

1760
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Pipefy Staff
4 years ago

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